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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,801 | $133,981-21.0% | $112,249-5.7% | $134,532-21.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 8.33% | 47.16%-38.8pp | 27.48%-19.2pp | 418.27%-409.9pp |
| Employer contribution / active EE | $4,444 | $4,040+10.0% | $3,636+22.2% | $4,741-6.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $110 | $7,492-98.5% | $6,412-98.3% | $11,429-99.0% |